Otis Worldwide Corp
OTIS- 交易所
- NYSE
- 產業
- Electronic & Other Electrical Equipment (No Computer Equip)
- SEC CIK
- 0001781335
近 90 天,Otis Worldwide Corp 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 1,232 家機構在 13F 申報持有,市值合計 $255.6 億;大師中只有馬克爾集團持有。
2025 年第 4 季 13F 持有人
Otis Worldwide Corp 在 2025/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,311
- 較 2025 年第 3 季 +85 家
- 持有股數
- 3.92 億
- 較 2025 年第 3 季 +5,290 萬 (+15.6%)
- 總市值
- $309.1 億
- 較 2025 年第 3 季 −$8,388 萬 (−0.3%)
- 新進機構
- 167
- 另有 391 家加碼
- 清倉機構
- 82
- 另有 484 家減碼
另有 27 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 OTIS 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,232 | $255.6 億 |
| 2026 年第 1 季 | 1,245 | $266.0 億 |
| 2025 年第 4 季 | 1,311 | $309.1 億 |
| 2025 年第 3 季 | 1,253 | $310.7 億 |
| 2025 年第 2 季 | 1,270 | $348.3 億 |
| 2025 年第 1 季 | 1,248 | $367.9 億 |
| 2024 年第 4 季 | 1,234 | $336.6 億 |
| 2024 年第 3 季 | 1,200 | $374.0 億 |
| 2024 年第 2 季 | 1,191 | $340.5 億 |
| 2024 年第 1 季 | 1,202 | $347.5 億 |
| 2023 年第 4 季 | 1,190 | $319.0 億 |
| 2023 年第 3 季 | 1,099 | $286.9 億 |
| 2023 年第 2 季 | 1,124 | $319.0 億 |
| 2023 年第 1 季 | 1,101 | $300.8 億 |
| 2022 年第 4 季 | 1,106 | $277.9 億 |
| 2022 年第 3 季 | 1,045 | $226.3 億 |
| 2022 年第 2 季 | 1,090 | $250.4 億 |
| 2022 年第 1 季 | 1,147 | $271.3 億 |
| 2021 年第 4 季 | 1,199 | $308.7 億 |
| 2021 年第 3 季 | 1,145 | $294.7 億 |
| 2021 年第 2 季 | 1,142 | $293.8 億 |
| 2021 年第 1 季 | 1,134 | $256.8 億 |
2025 年第 4 季持有機構
每家機構持有 Otis Worldwide Corp 的股數、市值與佔組合比重;股數變化跟 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 4,819 | $42.1 萬 | 0.01% | +133+2.8% | 加碼 |
| TD Waterhouse Canada Inc. | 4,843 | $42.3 萬 | 0.00% | +187+4.0% | 加碼 |
| MQS Management LLC | 4,864 | $42.5 萬 | 0.25% | +4,864 | 新進 |
| EverSource Wealth Advisors, LLC | 4,906 | $42.9 萬 | 0.02% | +18+0.4% | 加碼 |
| Tocqueville Asset Management L.P. | 4,907 | $42.9 萬 | 0.01% | 00.0% | 不變 |
| Grimes & Company, Inc. | 4,926 | $43.0 萬 | 0.01% | +23+0.5% | 加碼 |
| Kingsview Wealth Management, LLC | 4,928 | $43.0 萬 | 0.01% | +17+0.3% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 4,938 | $43.1 萬 | 0.01% | −2,878−36.8% | 減碼 |
| Montag A & Associates Inc | 4,954 | $43.3 萬 | 0.02% | +205+4.3% | 加碼 |
| NewEdge Wealth, LLC | 4,955 | $43.3 萬 | 0.00% | +4,955 | 新進 |
| Ausdal Financial Partners, Inc. | 4,973 | $43.4 萬 | 0.02% | −1,118−18.4% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,988 | $43.6 萬 | 0.04% | −140−2.7% | 減碼 |
| Guggenheim Capital LLC | 4,997 | $43.6 萬 | 0.00% | −546−9.9% | 減碼 |
| Citizens Financial Group Inc | 5,039 | $44.0 萬 | 0.01% | −213−4.1% | 減碼 |
| Burling Wealth Partners, LLC | 5,042 | $44.0 萬 | 0.07% | −3,815−43.1% | 減碼 |
| Vancity Investment Management Ltd | 5,044 | $44.1 萬 | 0.06% | +990+24.4% | 加碼 |
| Banque Transatlantique SA | 5,086 | $44.4 萬 | 0.01% | +106+2.1% | 加碼 |
| Investment Advisory Services Inc | 5,105 | $44.6 萬 | 0.14% | −198−3.7% | 減碼 |
| Global Retirement Partners, LLC | 5,112 | $44.7 萬 | 0.01% | +2,838+124.8% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 5,119 | $44.7 萬 | 0.03% | +1,574+44.4% | 加碼 |
| Garrison Point Advisors, LLC | 5,120 | $44.7 萬 | 0.20% | −190−3.6% | 減碼 |
| Ingalls & Snyder LLC | 5,141 | $44.9 萬 | 0.02% | −336−6.1% | 減碼 |
| Cary Street Partners Financial LLC | 5,148 | $45.0 萬 | 0.01% | −17−0.3% | 減碼 |
| Optas, LLC | 5,153 | $45.0 萬 | 0.07% | +251+5.1% | 加碼 |
| Connable Office Inc | 5,172 | $45.2 萬 | 0.04% | 00.0% | 不變 |
| Gabelli Funds LLC | 5,200 | $45.4 萬 | 0.00% | +285+5.8% | 加碼 |
| Stephens Inc | 5,222 | $45.6 萬 | 0.01% | +132+2.6% | 加碼 |
| StoneX Group Inc. | 5,224 | $45.6 萬 | 0.02% | −49−0.9% | 減碼 |
| CX Institutional | 5,248 | $45.8 萬 | 0.01% | −505−8.8% | 減碼 |
| Freestone Capital Holdings, LLC | 5,253 | $45.9 萬 | 0.01% | −573−9.8% | 減碼 |
| AlphaCore Capital LLC | 5,271 | $46.0 萬 | 0.01% | +2,537+92.8% | 加碼 |
| La Banque Postale Asset Management SA | 5,321 | $46.5 萬 | 0.01% | 00.0% | 不變 |
| Callan Family Office, LLC | 5,323 | $46.5 萬 | 0.01% | −42−0.8% | 減碼 |
| Tema ETFs LLC | 5,345 | $46.7 萬 | 0.04% | −12−0.2% | 減碼 |
| Rothschild Investment LLC | 5,359 | $46.8 萬 | 0.03% | −1,278−19.3% | 減碼 |
| Milestone Asset Management Group, LLC | 5,370 | $46.9 萬 | 0.26% | +6+0.1% | 加碼 |
| Simmons Bank | 5,380 | $47.0 萬 | 0.03% | 00.0% | 不變 |
| Caerus Investment Advisors, LLC | 5,468 | $47.8 萬 | 0.16% | +2,958+117.8% | 加碼 |
| Bull Street Advisors, LLC | 5,470 | $47.8 萬 | 0.22% | 00.0% | 不變 |
| Wedmont Private Capital | 5,434 | $48.0 萬 | 0.02% | −85−1.5% | 減碼 |
| Aptus Capital Advisors, LLC | 5,556 | $48.5 萬 | 0.00% | +70+1.3% | 加碼 |
| Quotient Wealth Partners, LLC | 5,558 | $48.6 萬 | 0.01% | −255−4.4% | 減碼 |
| Sage Capital Management, LLC | 5,570 | $48.7 萬 | 0.22% | −12,964−69.9% | 減碼 |
| ELCO Management Co., LLC | 5,589 | $48.8 萬 | 0.31% | −120−2.1% | 減碼 |
| Siemens Fonds Invest GmbH | 5,558 | $48.9 萬 | 0.03% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 5,711 | $49.9 萬 | 0.13% | −104−1.8% | 減碼 |
| Volterra Technologies LP | 5,767 | $50.4 萬 | 0.52% | −1,898−24.8% | 減碼 |
| Dearborn Partners LLC | 5,865 | $51.2 萬 | 0.03% | 00.0% | 不變 |
| Mutual Advisors, LLC | 5,890 | $51.5 萬 | 0.01% | −836−12.4% | 減碼 |
| Allred Capital Management, LLC | 5,911 | $51.6 萬 | 0.19% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,933 | $51.8 萬 | 0.01% | +3,648+159.6% | 加碼 |
| Meridian Management Co | 6,007 | $52.5 萬 | 0.13% | 00.0% | 不變 |
| Means Investment Co., Inc. | 6,143 | $53.7 萬 | 0.05% | +10.0% | 加碼 |
| State of Wyoming | 6,148 | $53.7 萬 | 0.06% | −700−10.2% | 減碼 |
| AlphaGrep UK Ltd | 6,153 | $53.7 萬 | 0.18% | +6,153 | 新進 |
| Penobscot Investment Management Company, Inc. | 6,164 | $53.8 萬 | 0.04% | −160−2.5% | 減碼 |
| Central Trust Co | 6,168 | $53.9 萬 | 0.01% | 00.0% | 不變 |
| TCW Group Inc | 6,211 | $54.3 萬 | 0.00% | +6,211 | 新進 |
| Westhampton Capital, LLC | 6,218 | $54.3 萬 | 0.26% | −7−0.1% | 減碼 |
| Transcend Wealth Collective, LLC | 6,231 | $54.4 萬 | 0.04% | +1,844+42.0% | 加碼 |
| Meeder Advisory Services, Inc. | 6,254 | $54.6 萬 | 0.02% | −2,670−29.9% | 減碼 |
| Park Avenue Securities LLC | 6,275 | $54.8 萬 | 0.00% | −220−3.4% | 減碼 |
| Curbstone Financial Management Corp | 6,388 | $55.8 萬 | 0.11% | 00.0% | 不變 |
| Auto-Owners Insurance Co | 6,393 | $55.8 萬 | 0.01% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 6,394 | $55.9 萬 | 0.04% | +479+8.1% | 加碼 |
| GAMMA Investing LLC | 6,426 | $56.1 萬 | 0.03% | +113+1.8% | 加碼 |
| Umb Bank N A | 6,446 | $56.3 萬 | 0.01% | +655+11.3% | 加碼 |
| Dark Forest Capital Management LP | 6,470 | $56.5 萬 | 0.03% | −9,207−58.7% | 減碼 |
| Parsons Capital Management Inc | 6,475 | $56.6 萬 | 0.03% | +1,239+23.7% | 加碼 |
| Quarry LP | 6,495 | $56.7 萬 | 0.09% | +6,495 | 新進 |
| Farther Finance Advisors, LLC | 6,508 | $56.9 萬 | 0.01% | +3,569+121.4% | 加碼 |
| Williams Jones Wealth Management, LLC. | 6,509 | $56.9 萬 | 0.01% | 00.0% | 不變 |
| Wedbush Securities Inc | 6,548 | $57.2 萬 | 0.02% | +171+2.7% | 加碼 |
| Vise Technologies, Inc. | 6,567 | $57.4 萬 | 0.01% | +1,830+38.6% | 加碼 |
| Amussen Hunsaker Associates LLC | 6,630 | $57.9 萬 | 0.06% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 6,656 | $58.2 萬 | 0.03% | +391+6.2% | 加碼 |
| Glenview Trust Co | 6,680 | $58.3 萬 | 0.01% | −293−4.2% | 減碼 |
| Waterford Advisors, LLC | 6,690 | $58.4 萬 | 0.23% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 6,738 | $58.9 萬 | 0.02% | −68−1.0% | 減碼 |
| Benjamin Edwards Inc | 6,894 | $60.2 萬 | 0.01% | +1,233+21.8% | 加碼 |
| Medallion Wealth Advisors, LLC | 6,903 | $60.3 萬 | 0.20% | +10.0% | 加碼 |
| Apollon Wealth Management, LLC | 6,907 | $60.3 萬 | 0.01% | −2,569−27.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 6,932 | $60.6 萬 | 0.01% | −65−0.9% | 減碼 |
| Parallel Advisors, LLC | 6,934 | $60.6 萬 | 0.01% | −547−7.3% | 減碼 |
| Moneta Group Investment Advisors LLC | 6,935 | $60.6 萬 | 0.00% | −122−1.7% | 減碼 |
| Romano Brothers and Company | 6,936 | $60.6 萬 | 0.07% | −100−1.4% | 減碼 |
| Gsa Capital Partners LLP | 6,948 | $60.7 萬 | 0.05% | +6,948 | 新進 |
| Eastern Bank | 6,952 | $60.7 萬 | 0.01% | −420−5.7% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 7,019 | $61.3 萬 | 0.07% | 00.0% | 不變 |
| ICW Investment Advisors LLC | 7,101 | $62.0 萬 | 0.23% | +171+2.5% | 加碼 |
| Ar Asset Management Inc | 7,150 | $62.5 萬 | 0.13% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 7,179 | $62.7 萬 | 0.01% | +1,577+28.2% | 加碼 |
| Woodline Partners LP | 7,179 | $62.7 萬 | 0.00% | +4,654+184.3% | 加碼 |
| Buckingham Strategic Partners | 7,216 | $63.0 萬 | 0.01% | −3,140−30.3% | 減碼 |
| Werlinich Asset Management, LLC | 7,175 | $63.1 萬 | 0.31% | +20+0.3% | 加碼 |
| Diversified Trust Co | 7,230 | $63.2 萬 | 0.01% | +76+1.1% | 加碼 |
| American National Bank | 7,252 | $63.3 萬 | 0.06% | +694+10.6% | 加碼 |
| EP Wealth Advisors, LLC | 7,275 | $63.5 萬 | 0.00% | +7,275 | 新進 |
| Quantitative Investment Management, LLC | 7,332 | $64.0 萬 | 0.06% | −3,601−32.9% | 減碼 |
| Fire Capital Management LLC | 7,346 | $64.2 萬 | 0.32% | 00.0% | 不變 |